The document summarizes new features in Sage SalesLogix 7.5.4, including enhancements to improve workforce productivity, streamline ERP integration, simplify installation and upgrades, and enable the mobile workforce. Key updates include improvements to notes/history, duplicate detection and merging, resizable notes fields, configurable "What's New" information, and editable data grids. The release also includes tools to simplify installation and upgrades, roll up previous accelerators, and provide discovery and comparison of customizations. Enhancements to the SData API and integration with Sage ERP systems are highlighted as well.

1. What’s New in Sage SalesLogix 7.5.4

2. Release HighlightsSage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:Higher User ProductivityMobile Workforce EnablementStreamlined ERP IntegrationSimplified Install and Upgrade ExperienceComing Soon! – Sage SalesLogix Advanced AnalyticsSlide 2

3. Workforce Productivity

4. Notes/History ImprovementsNotes/History TabThe Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views.Displays interactions such as meetings, phone calls, to-dos, mail and e-mail logged to history. It also displays notes associated with each interaction.

5. Notes/History ImprovementsHow do I apply filters?

6. Notes/History ImprovementsHow do I E-mail/Send to MS WordMulti-select Entity to send to E-mail or MS Word

7. Check for Duplicates/MergeCheck For Duplicatesa powerful tool that saves you time and ensures clean data and accurate reports

8. The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates. Tired of spending lots of time cleaning your data ?Your reports are never right ?

9. Check for Duplicates/MergeStep 1 – Select a SourceSelect the entity type for which you want to check for duplicates.

10. Select the group of records within the selected entity type.Check for Duplicates/MergeStep 2 – Choose Search OptionsSelect the filters you want the wizard to use when matching data.

11. The data in both records must be an exact match to be considered a duplicate.

12. Advanced Match Options is used to set additional match options fieldsCheck for Duplicates/MergeStep 3 – Process RequestView the status of Check for Duplicate Process

13. Unique Duplicate Job Number

14. Number of processed records / total records / total duplicates foundCheck for Duplicates/MergeStep 4 – View ResultsSearch Record - The name within the entity that was found to be a potential duplicate. Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate.Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.Check for Duplicates History Detail view contains the group of potential duplicates within a job.

15. Duplicate records are sorted by ScoreCheck for Duplicates/MergeView Duplicate Job HistoryUsers can access the results to merge or remove duplicate data at any time

16. Duplicates History List view displays all duplicate jobs in the system

17. Process Duplicates List view displays all potential duplicates in the system.Check for Duplicates/MergeHow do I resolve duplicates?Best Match - The entity that is the closest match to this record.Matches Found - The number of potential matches for this entity.Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates.On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved.Complete the Resolve Duplicate Record dialog box.On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link

18. Check for Duplicates/MergeMerge DataAt the top of the grid, select which record should be the primary record.

19. Source - The record that is being converted or resolved.

20. Target - The Sage SalesLogix record found when searching for duplicate records.

21. Select the properties for the merged record

22. Show Alllink shows all fields (including matching fields)Notes Field ImprovementsResizing of Note FieldsYou asked for it – biggernotes field in The Activity dialog (Viewing and scheduling Activities)New Note dialog

23. Configurable What’s NewConfigure “What’s New” to Keep Users Up-to-DateEliminate Information OverloadShow Users the Information They Need Right NowTen Tabs Out-of-the-BoxRemove Unwanted TabsAdd New Tabs with Custom InformationWhat’s New Configuration Now UnlockedSimple XML Configuration Reduces Customization Costs<item targets="remote" window="main" enabled="true"> <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath> <partId>RemoteMainWhatsNew</partId> <title>Accounts</title> <description>Accounts</description></item>Slide 16

24. Workforce ProductivitySales Orders & Opportunity ProductStreamlined user experience

25. Introduces SData-based Editable GridsNewNew

26. Editable Data Grid Spreadsheet Style RecordsAccepts SData Feed as Data Source

27. Use Internal or External Data Sources Easy Data EditingColumn Control Types Match Data Type

28. Checkbox, Link, Numeric, Lookup, etc

29. Columns Individually Securable for Edit/Link Refined WorkflowInline editing eliminates pop-ups & user clicks

30. Editable grid eliminates additional forms for insert & updates (reduces development costs)Slide 18

31. Simplified Install & Upgrade

32. Simplified Install & UpgradeFull InstallCustomers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not requiredCustomers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation processAdded installation logging to better support troubleshooting

33. Simplified Install & UpgradeSimplified Offline Client InstallDefault support for SQL Express 2008 R2 as the offline databaseClient download available from within web client (New Nav Bar Link)Offline client install streamlined by putting the pre-reqs up front and reduces errorsAbility to do silent install – allows install without user interaction – better support for automated IT deploymentsInstalls and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to ExcelReduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password

34. Simplified Install & UpgradeRoll up 7.5.3 AcceleratorsStandard Problem / Standard ResolutionResourcesLead QualificationsRoles - Secured Actions

35. Simplified Install & UpgradeUpgrade Discovery ToolReduce Upgrade CostsEliminate Need to Build Comparison Environment

36. Assess Upgrade Impact without Creating Bundles

37. Compare Intersection of Your Changes to Our ChangesRamp Up New Projects FasterDiscover Versions, Bundles, & HF’s Installed

38. View Detailed Customization Information

39. Get File Level DetailCommand Line Utility Compares Files HashesAll Files Hashed Since v7.5.0Works Directly with ModelsAvailable as a Public Download

40. Streamlined ERP Integration

41. What is SData?Web Services Based API for Sage SalesLogixUses industry standards-There is nothing scary for your IT dept hereAccess your data anywhere-If you can send a URL, you can use SDatahttp://localhost:3333/sdata/slx/dynamic/-/accounts?format=htmlHTML, XML, REST, ATOM/RSSSData does the heavy lifting-You can build integration solutions with up to 80% less codeFast, secure, full featured-If you can do it in SalesLogix, you can do it with SDataRead, write, sync, import, exportProgram in any languageUse Client Libraries to save time

42. Examples Built using Sdata™

43. SData Active Directory SupportSlide 27 Leverage the Work You’re Already DoingMinimize User Administration Costs

44. Maintain Users in Active Directory

45. Sync Active Directory Users to Sage SalesLogix Increase Security & Control AccessEnforce Windows Authentication

46. Block Non-Active Directory Users from LoginReduce Implementation CostsEnforce Window AuthenticationNew Extend Your ApplicationsSData Applications Can Use Window Authentication

47. Promote Single Sign-On StrategyNew

48. Sage IntegrationIntegration Features Real-time access to ERP dataCross-application requests leverage ERP business logic to access complex data such as pricingSeamless User Experience keeps CRM user in their CRM environmentReal-Time data feedsDetailed views for specific transactionTwo-way SyncCRMERP(Accounts, Contacts, Sales Order, Etc.)One-way Sync(Products, UOM, Etc.)Request Data via ERP Business LogicSage Proprietary & Confidential – Content Subject to Change

49. Sage IntegrationViewing ERP DataThree complex real-time data viewsBased off accountSales OrdersSales Order linesInvoicesDeliveriesInvoicesInvoice linesPayments Payments/ReceiptsPayment details

50. Sage IntegrationNew SData API’sAccess AttachmentsView & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etcModify User OptionsAccess User configuration options for client startup, activity reminders, currency, etcManage GroupsList, sort, and filter Groups

51. Execute a group with a custom filterReturn System OptionsProvides readonly access to company name, database version, etcAccess the SalesLogix LibraryView & update library directories & documents

52. Access revision dates, available status, etcGet Current UserUse the service to identify the current userWork with PicklistsList all picklists & picklist items

53. Supports filtering, sorting, & pagingGlobal CRM ContractBuild maintainable integrationsMobile Workforce Enablement

54. Mobile Workforce EnablementCalendar & Complete Activity View today’s activities or pick any future/past date for a list of activitiesSchedule new meetings, personal activities, phone calls and to-dosComplete any Activity and schedule a follow-up

55. Mobile Workforce EnablementAdditional featuresView Opportunity’s related productsCall Contact mobile number from Quick actions menu

56. Mobile Workforce EnablementWhat’s NewCombined Notes and History views to a single Notes/History view

57. List icons describe the type of Activity or Note (e.g. )

58. Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example:

59. #note – View just notes

60. #phonecall– View only phone call history itemsMobile Workforce EnablementCustomization GuidesCreating an Application Module List View Detail View Edit ViewCustomizing Views To access the guides:https://github.com/SageScottsdalePlatform/argos-sdk/wiki

61. Sage SalesLogix Advanced Analytics – Coming Soon!

62. Coming Soon!Sage SalesLogix Advanced AnalyticsInteractive Analytics solutionIntegrated with Sage SalesLogix10 pre-built dashboardsSalesMarketingCustomer ServiceHighly customizableEasy to learn and useStay tuned for more details!!Slide 37

63. Upgrade Today!Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:Higher User ProductivityMobile Workforce EnablementStreamlined ERP IntegrationSimplified Install and Upgrade ExperienceComing Soon! – Sage SalesLogix Advanced AnalyticsSlide 38

64. YourContacts:Michael ReischerCEO +49 (30) 754 94 43-0 m.reischer@m-Computers.de